Telus TPM Documentation
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Admin: Product Admin: Product Admin
Setting up a new Product.
There will be 3 ways to set up a new product. We'll go through all 3 in detail:
1. Manually key them in one at a time 2. Upload an Excel spreadsheet all at once 3. Set up an automated data feed from your ERP
Manually Keying in a Product
You can enter each product in one at a time by entering in the needed info for each product. Let's go through all the fields:
1. Product Name: Your description of the product 2. Product Number: The number you typically use to define the SKU number. Some mfgrs use the full 14 digit GTIN, some use a UPC, some use a much smaller number to help people remember it. 3. GTIN Number: The industry is going in this direction. This is the Global Tracking Identification Number. It's nice to have since more and more people are using it. 4. Brand Name: The brand this specific product falls into. 5. Default Price: Average price of this product which will be used in determining Probable Exposure[[probable_exposure_explained]], reporting, and Rate Conversion[[rate_conversion_explained]] 6. Active Indicator: Mark this if you want this product to be visible when people build contracts 7. Default UOM: What do you typically sell this product by? Is it by the pound, by case? The dropdown comes from the UOM's the Admin person set up for your company in the UOM Type Admin section. 8. UOM Rates: Now that you picked your default UOM, here you can enter the conversion factors. For example in the picture above we're saying there are 72 little cereal boxes in this case and the whole case is 10 lbs.
Upload an Excel spreadsheet
If you have hundreds of products you probably don't want to key them all in manually one at a time. Here you can load them all at once.
Automating a Product Feed
If you have the technical resources available, we can work with you to set up an automated feed right out of your ERP system that updates your product list daily/weekly. This way you don't have to worry about missing out on new products not being available for contract creation. Please call us if this is the route you want to take.
